Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
25 hedge funds and large institutions have $34.5M invested in Invesco Bloomberg Analyst Rating Improvers ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 2 closing their positions.
0.3% more ownership
Funds ownership: 22.41% → 22.7% (+0.3%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
8% less capital invested
Capital invested by funds: $37.5M → $34.5M (-$2.96M)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$634K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$25.8K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$3.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$342K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$278K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$237K |
| 5 |
SG Americas Securities
New York
|
-$160K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
SG Americas Securities
New York
| – | -$160K | -3,550 | Closed |
|
UPGD Hedge Fund Activity: Q3 2019 in Review
25 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) for Q3 2019, worth a combined $34.5M — down 7.9% from $37.5M a quarter earlier.
Fund positioning in UPGD was balanced in Q3 2019: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $1.33M. The largest seller was Raymond James & Associates, cutting an estimated $2.93M.
- 25 institutional investors held Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $34.5M of Invesco Bloomberg Analyst Rating Improvers ETF stock for Q3 2019, down 7.9% quarter-over-quarter.
- 2 funds opened new Invesco Bloomberg Analyst Rating Improvers ETF positions in Q3 2019 and 2 closed out, a net change of 0 holders.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF buyer in Q3 2019 was Jane Street, an estimated $1.33M added.
- The largest Invesco Bloomberg Analyst Rating Improvers ETF seller in Q3 2019 was Raymond James & Associates, an estimated $2.93M sold.
Based on aggregated 13F filings for Q3 2019.